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Distance Only Verona, WI
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Amers (CRD# 6468627) is an Investment Advisor Representative working at Lpl Financial LLC in Verona, WI and has over 9 years of experience in the finance industry.
Jeremy Argue (CRD# 4649466) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 20 years of experience in the finance industry.
Trisha Arndt (CRD# 2914787) is an Investment Advisor Representative working at Commonwealth Financial Network in Verona, WI and has over 26 years of experience in the finance industry. Trisha Arndt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dennis Baker (CRD# 2180472) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Verona, WI and has over 32 years of experience in the finance industry. Dennis Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Brien (CRD# 4539844) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 21 years of experience in the finance industry.
Troy Bystol (CRD# 4502626) is an Investment Advisor Representative working at Purpose Comprehensive Wealth Management, LLC in Verona, WI and has over 22 years of experience in the finance industry.
Joel Craven (CRD# 4894794) is an Investment Advisor Representative working at Lincoln Investment in Verona, WI and has over 18 years of experience in the finance industry. Joel Craven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brendon Diers (CRD# 5445548) is an Investment Advisor Representative working at Edward Jones in Verona, WI and has over 16 years of experience in the finance industry.
Shayne Fickling (CRD# 4119454) is an Investment Advisor Representative working at Calton & Associates, Inc. in Verona, WI and has over 24 years of experience in the finance industry.
Kyle French (CRD# 6349920) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 9 years of experience in the finance industry. Kyle French has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.